Optimist Retirement Group LLC Spdr Portfolio Transaction History
Optimist Retirement Group LLC
- $190 Billion
- Q2 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Optimist Retirement Group LLC holds 151,426 shares of SPYG stock, worth $13.1 Million. This represents 6.38% of its overall portfolio holdings.
Number of Shares
151,426
Previous 155,476
2.6%
Holding current value
$13.1 Million
Previous $11.4 Billion
6.69%
% of portfolio
6.38%
Previous 5.84%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,095Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.71 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.78 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.14 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$674 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$626 Million0.04% of portfolio